VITL
Farm Products · Consumer Defensive
Analyst
Jefferies
Equibles does not estimate personal net worth.
Scott Marks is recorded as Analyst at Jefferies. Scott Marks has spoken on 47 earnings calls and 2 other investor events across 16 companies, most recently for Conagra Brands Inc. on September 30, 2026. Those appearances were for Vital Farms, Inc. (VITL), Conagra Brands Inc. (CAG), Post Holdings, Inc. (POST), J M SMUCKER Co (SJM), Hershey Co (HSY) and 11 other companies. The companies whose calls Scott Marks spoke on are classified in the Consumer Defensive sector.
“I wanted to just ask a little bit about the consumer. You made some comments in the prepared remarks talking about the consumer just being thoughtful about where they're spending their dollars, obviously managing through a volatile environment.”
“I wanted to ask first a little bit about the transformation initiatives. I think in a pair of remarks you called out working with a partner to stand up a new packaging facility to help with some flexibility there.”
“I wanted to just ask about something that was noted in the prepared remarks as you were talking about the frozen handheld and spread business. I think you actually said you had lower marketing spend in the quarter.”
“I wanted to first ask, I kind of have a two-parter just on the retail business, the core retail business. You know, if we strip out bot shuns, it looks like organic volumes were down about 7% driven by, you know, some of the lapping dynamics that you called out.”
“I wanted to just first ask a little bit about some of the inflationary pressures that you mentioned. Seems like your team was able to manage through some of those dynamics in the quarter.”
Jefferies
Analyst
Transcript header (unverified)
VITL
Farm Products · Consumer Defensive
Packaged Foods · Consumer Defensive
POST
Packaged Foods · Consumer Defensive
SJM
Packaged Foods · Consumer Defensive
HSY
Confectioners · Consumer Defensive
Grocery Stores · Consumer Defensive
Packaged Foods · Consumer Defensive
MZTI
Packaged Foods · Consumer Defensive
JJSF
Packaged Foods · Consumer Defensive
Packaged Foods · Consumer Defensive
KR
Grocery Stores · Consumer Defensive
BGS
Packaged Foods · Consumer Defensive
UTZ
Packaged Foods · Consumer Defensive